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How to Make Retirement Decisions in a Down Market
Retirement is one of the most important financial milestones that we invest for. Over the years, we do the best we can to accumulate a...

Jeran Van Alfen, CFP®
Sep 3, 2022


The Essentials: Stash Some Cash (2022)
This is an updated version of a post that I wrote in 2019. As interest rates have risen in 2022, I added some recent considerations for...

Jeran Van Alfen, CFP®
Sep 2, 2022


Four Options For Your 401(k) When You Leave Your Job
When you leave a job, it is common for life to shift into a different gear. Sometimes, it feels like GO time and you are running at full...

Jeran Van Alfen, CFP®
Aug 24, 2022



Jeran Van Alfen, CFP®
Aug 1, 2022


Fed Note: July 27, 2022
The Federal Reserve Open Market Committee raised the fed funds rate today by another 0.75%, to a new range of 2.25-2.50%. The vote was...

Jeran Van Alfen, CFP®
Jul 28, 2022


Making Sense of the First Half of 2022
“Real optimists don’t believe that everything will be great. That’s complacency. Optimism is a belief that the odds of a good outcome are...

Jeran Van Alfen, CFP®
Jul 14, 2022
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